See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,999 | $123,793+51.1% | $177,821+5.2% | $79,858+134.2% |
| Participation rate | 85.3% | 84.7%+0.6pp | 87.7%-2.4pp | 69.6%+15.7pp |
| Annual return | 8.67% | 22.82%-14.1pp | 48.32%-39.6pp | 31.71%-23.0pp |
| Employer contribution / active EE | $4,171 | $4,095+1.9% | $5,918-29.5% | $2,471+68.8% |
| Participant deferral / active EE | $6,571 | $5,956+10.3% | $7,714-14.8% | $3,740+75.7% |
| Admin fee / account holder | $18,590 | $7,243+156.7% | $12,427+49.6% | $5,306+250.3% |